Forum Financial Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Forum Financial Management’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$439K	Hold	3,773	–	–	0.01%	215
2025 Q4	$434K	Hold	3,773	–	–	0.01%	551
2025 Q3	$430K	Hold	3,773	–	–	0.01%	531
2025 Q2	$425K	Hold	3,773	–	–	0.01%	476
2025 Q1	$421K	Hold	3,773	–	–	0.01%	437
2024 Q4	$416K	Hold	3,773	–	–	0.01%	458
2024 Q3	$411K	Hold	3,773	–	–	0.01%	392
2024 Q2	$407K	Hold	3,773	–	–	0.01%	373
2024 Q1	$402K	Buy	+3,773	New	+$399K	0.01%	398

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Forum Financial Management's BOXX Position: Q1 2026 in Review

Forum Financial Management held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q1 2026 at 3,773 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #215.

Forum Financial Management first reported a position in BOXX in Q1 2024 and has held it in 9 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Forum Financial Management held 3,773 shares of Alpha Architect 1-3 Month Box ETF worth $439K as of Q1 2026.
Forum Financial Management left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q1 2026.
Alpha Architect 1-3 Month Box ETF made up 0.01% of Forum Financial Management's portfolio in Q1 2026, its #215 holding.
Forum Financial Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 9 quarters since.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.